$3.4M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
30 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-1995
- Office Locations
- 2
Office Locations
21 Franklin Rd. Suite 300 Roanoke VA
451 Mcclanahan St. Suite 300 Roanoke VA
About Valley Investors Corporation
Valley Investors Corporation is a Roanoke-based RIA with 2 offices. The firm has been operating for 30 years. Managing $3.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$3.4M AVG AUM / ADVISOR
$284.6K AVG AUM / CLIENT
29.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Available
CRM
Available
Custodian
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES ALVIN COMER
Financial Advisor, Owner
- CRD
- #2083273
- Ownership
- 25% but less than 50%
Available
Available
Available
W
WILLIAM EDWARD COMER
Financial Advisor, President
- CRD
- #2893042
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,414,789 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,414,789 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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